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Keith Patrick Marshall

HURLEY FINANCIAL GROUP, INC.·CORVALLIS, Oregon
SIE, Series 7, Series 66CFP10 years registeredHURLEY FINANCIAL GROUP, INC.
111 SW 4TH STREET, CORVALLIS, OR 97333CRD# 6160543Firm CRD# 108983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Patrick Marshall · CORVALLIS, OR
Registration
CRD #6160543 · HURLEY FINANCIAL GROUP, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

HURLEY FINANCIAL GROUP, INC.
Feb 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 9, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

2024Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
HURLEY FINANCIAL GROUP, INC.
CRD 108983 · SEC 801-57809
AUM
$302M
Regulatory assets under management
Employees
5
1,512 client accounts
Services offered by HURLEY FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HURLEY FINANCIAL GROUP, INC. →
Introduction

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Frequently Asked Questions

What services does Keith Patrick Marshall offer?
Keith Patrick Marshall specializes in Financial Planning, Investment Management. Contact their office in CORVALLIS, Oregon for a consultation.
What are Keith Patrick Marshall's credentials?
Keith Patrick Marshall holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Keith Patrick Marshall located?
Keith Patrick Marshall is based in CORVALLIS, Oregon, working with HURLEY FINANCIAL GROUP, INC.. Their office serves clients in the CORVALLIS metropolitan area and surrounding communities.
How does Keith Patrick Marshall charge for services?
Keith Patrick Marshall's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HURLEY FINANCIAL GROUP, INC.?
HURLEY FINANCIAL GROUP, INC. has approximately 5 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HURLEY FINANCIAL GROUP, INC.

Dorann Alderin Hurley
CORVALLIS, OR

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Research
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